| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,389 | $364,370.65 | $514,632.19 | $150,261.54 | 41.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 138 | $23,113.62 | $16,186.02 | -$6,927.6 | -29.97% |
Joseph Castro Nuveen LLC | 1.25M | $102.44M | $147.43M | $44.99M | 43.92% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,495 | $250,397.56 | $175,296.22 | -$75,101.34 | -29.99% |
Kimberly Cappellano Private Wealth Asset Management LLC | 590 | $48,173.7 | $69,180.45 | $21,006.75 | 43.61% |
Sima Elimelech Activest Wealth Management | 310 | $51,921.9 | $36,349.05 | -$15,572.85 | -29.99% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 18,067 | $1.49M | $2.12M | $625,431.2 | 41.9% |
Robert Tutela Essex LLC | 1,977 | $161,422.05 | $231,882.33 | $70,460.28 | 43.65% |
Brian Baylis Bell Investment Advisors Inc. | 58 | $5,079.06 | $6,788.9 | $1,709.84 | 33.66% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4.35M | $485.27M | $509.23M | $23.96M | 4.94% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $167.49 | $117.29 | -$50.2 | -29.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 209 | $18,683.89 | $24,513.61 | $5,829.72 | 31.2% |
Kea Molnar Cromwell Holdings LLC | 603 | $70,436.58 | $70,725.87 | $289.29 | 0.41% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 2,107 | $344,094 | $247,130.03 | -$96,963.97 | -28.18% |
Ellen York T. Rowe Price Investment Management Inc. | 684,552 | $114.66M | $97.41M | -$17.24M | -15.04% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,881 | $444,263.68 | $640,289.58 | $196,025.9 | 44.12% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 498 | $41,434.26 | $58,435.52 | $17,001.26 | 41.03% |
Paul N. Clark Mi LLCapital Management LLC | 1,923 | $157,012.95 | $252,259.12 | $95,246.17 | 60.66% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,840 | $308,181.62 | $261,832 | -$46,349.62 | -15.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,611 | $382,079.81 | $306,139.75 | -$75,940.06 | -19.88% |